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The Department of Veterans Affairs just handed the software giant a $1.6 billion vote of confidence in its AI agents.

Qualcomm (NASDAQ:QCOM) heads into Wednesday’s Q3 earnings report on July 29 at just 15x forward earnings, despite returning billions of dollars to shareholders and expanding beyond smartphones. Qualcomm also offers investors a dividend yield above 2% alongside exposure to growing automotive, IoT, and hyperscaler chip businesses. Qualcomm’s 15x Forward P/E Leaves Room for Upside QCOM trades ... Is Qualcomm Stock a Buy Ahead of July 29 Q3 Earnings?

Caterpillar has quietly become one of Wall Street's most unexpected AI infrastructure plays, but a 10% pullback from all-time highs and mounting tariff costs raise a critical question about whether the bull case still holds.

This falling ticker seems ripe for a bullish reversal, but things are still complicated for this recently IPO'd company's shares.

(Updates with latest market prices and developments.) US stocks were mixed intraday amid a sharp

The social media company may also become a cloud computing provider.

ASML stock tumbled on Monday on a report of competition emerging in China. It was among the biggest losers on the Philadelphia semiconductor index.

Nvidia stock drops within a base Monday ahead of a batch of Magnificent Seven earnings report on deck this week.

The Dow Jones Industrial Average was up, while the S&P 500 and Nasdaq Composite were down in late-mo

Intel reported blowout numbers in the second quarter of 2026.

Walmart, Costco, and Home Depot each sit at a very different point on the risk and reward map right now, and consumer sentiment just printed deep inside recessionary territory. One of these retail giants stands out as the clear winner while two others demand patience.

The AI selloff that crushed Meta shares this week sent one investor straight to the buy button, and the reasoning behind that move cuts against everything the market currently believes about Big Tech spending.

Tech stocks rose on Monday morning amid tentative optimism ahead of a flood of Big Tech earnings this week.

The stock is trading at a discount over a short-term issue.

Nvidia Makes Surprise $1 Billion Move as Naver Stock Explode

Some people build the loudest thing in the world and never say a word in public about it. That silence is a choice. It usually holds right up until the moment the rules being drafted in someone else's building start to matter more than the product being built in yours. Jensen Huang has run Nvidia ...

July 27 () - Nvidia said on Monday it had formed a coalition with other companies to develop and share tools for ‌AI safety and cybersecurity, days after the Hugging Face incident ‌drew attention to the dangers of losing control of autonomous AI agents. The Open Secure AI ​Alliance, with founding members including Adobe, CrowdStrike, Hugging Face and Dell Technologies, follows a public letter, signed by a wide range of companies including OpenAI, which advocates for open-weight AI models.

(Bloomberg) -- US companies that are integrating artificial intelligence capabilities are well positioned this earnings season as they’re poised for stronger profit margins, according to Morgan Stanley strategists.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPOStocks, Bonds Rise in Re

Despite the futures rebound, retail investors remain cautious. Stocktwits data showed retail sentiment is ‘bearish’ on SPY and QQQ.

Markets are entering the busiest week of the quarter, with more Big Tech earnings and a Fed decision on deck.

A split Fed and an unclear interest rate policy path aren't good for stocks.

Intel has joined the AI infrastructure party, but that doesn't make its stock a buy.

The planned investment could pave the way for a broader multibillion-dollar push into AI infrastructure in South Korea.

Markets will be watching out for quarterly results from Amazon, Apple, Meta and Microsoft this week.

The multiple has come down while the growth rate has gone up. Wednesday decides whether that gap is an opportunity or a warning.

Both the futures market and the bond market expect multiple rate hikes by the end of this year.

(Bloomberg) -- Moonshot AI is poised to make its Kimi K3 model available for public download, expanding its reach and influence in the global open software community at a time of growing US concern about Chinese encroachment into the top echelons of AI development.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksTrump Seethes as Iran War Spirals A

Nvidia is in talks to provide a roughly $250 billion financing ‌for OpenAI as part of a ‌massive data center project, The Wall Street Journal reported ​on Sunday. The guarantees from Nvidia would help the ChatGPT maker lease a 10-gigawatt project that SoftBank's energy subsidiary is developing in southern Ohio, ‌the newspaper said, ⁠citing people familiar with the matter. Nvidia, OpenAI and U.S. Commerce Department did not respond to requests for comment outside ‌regular business hours.

Project would be one of the largest AI computing hubs and involve power controlled by the U.S. government.

The telecom already has a plan for every dollar of its massive free cash flow stream -- and investors should love it.